Associate, Financial Advice
BSc (Hons), DipPFS
I’ve been a financial adviser since 2007, having first worked in secondary and further education teaching geography. Later I was involved in environmental education initiatives.
I primarily deliver our Comprehensive Advisory Service to clients based in London and the South East. However, I also continue to serve clients from my native home of Cumbria. Although I have a particular interest in responsible investment, a truly comprehensive service should be both holistic and goal-centred. Consequently, investments feature alongside retirement planning, estate planning and both family and corporate protection in my practice. I also have an additional specialism in planning for the funding of long-term care.
When not working, I enjoy spending time with my partner and my children, breathing fresh air, listening to live music and arguing with the radio.
0161 233 4550
north west, london & south east
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